Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ebert is a financial professional with over 40 years of experience in the financial services industry. Timothy currently works with Commonwealth Financial Network, a firm registered with the Securities and Exchange Commission and has worked with other firms in the past including MML Investors Services, LLC, G. R. Phelps & Co., Inc., Berkshire Equity Sales, Inc., and Connecticut Mutual Financial Services, Inc. Timothy holds licenses in several states including California, Colorado, Florida, Georgia, Michigan, New York, North Carolina, Ohio, South Carolina, and Virginia. Timothy has a variety of designations including Chartered Financial Consultant. Timothy has earned the Series 1, 6, 63, 22, and SIE licenses and is a registered representative with FINRA. Timothy is also registered as an Investment Advisor Representative with the state of North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
04/02/2015 - Present
Commonwealth Financial Network (Winston-Salem NC)
NC
03/01/1996 - 04/10/2015
MML INVESTORS SERVICES, LLC (WINSTON SALEM NC)
NA
05/20/1991 - 03/01/1996
G. R. PHELPS & CO., INC.
MA
11/20/1986 - 06/03/1991
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
NA
08/15/1975 - 11/06/1986
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 06/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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